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Monday 21 July 2025
Weekly news roundup: Nvidia partners with Micron, Huawei's 'Little HiSilicon' launches, GB300 production begins
Below are the top DIGITIMES Asia stories from July 14 to 20, 2025. The top three topics include Nvidia teams up with Micron for a major SOCAMM rollout, aiming to challenge high-bandwidth...
Monday 21 July 2025
Samsung reportedly cracks 1c DRAM yield hurdle, positions HBM4 for AI rebound
Samsung Electronics is preparing a major push to reclaim ground in the high-bandwidth memory (HBM) market, where it has lagged behind SK Hynix and Micron. Its sixth-generation 1c...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...
Saturday 19 July 2025
Nvidia picks Micron for massive SOCAMM rollout
Nvidia is preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM as a potential...
Friday 18 July 2025
SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown
Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually...
Thursday 17 July 2025
South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch
Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced process products such as DDR5 and high-bandwidth memory (HBM),...
Tuesday 8 July 2025
Samsung sees 56% profit plunge by Nvidia HBM chip delays in 2Q25
Samsung Electronics warned on July 5 that its second-quarter 2025 operating profit is likely to plunge 56% year-over-year, dragged down by continued difficulties in gaining Nvidia's...
Friday 4 July 2025
AI surge drives Micron to broaden HBM output beyond Taiwan
Micron plans to start operations at its new factory in Singapore in 2026, aiming to expand its production capacity of high-bandwidth memory (HBM). The investment is part of the company's...
Thursday 3 July 2025
Micron tightens grip on AI memory market as Samsung certification lags
Micron Technology is stepping up its game in the competitive high-bandwidth memory (HBM) market, leveraging recent wins to boost production and capture rising demand driven by artificial...
Wednesday 2 July 2025
Samsung pitches 12-stack HBM3E to Nvidia after AMD's AI accelerator win
Samsung Electronics is intensifying its push to secure a major HBM3E supply deal with Nvidia, as Device Solutions chief Jun Young-hyun visited Nvidia's Silicon Valley headquarters...
Wednesday 2 July 2025
Chipmakers win bigger tax credit under bill passed by Senate
Sweeping tax legislation passed by the Senate Tuesday would make it cheaper for semiconductor manufacturers to build plants in the US, delivering a win to chipmakers and boosting...
Tuesday 1 July 2025
South Korea walks a tight rope as Trump shifts tariff strategy eastward
As the July 9, 2025 deadline approaches for the expiration of the United States' temporary suspension of "reciprocal tariffs," US President Donald Trump appears to be shifting his...
Friday 27 June 2025
Taiwan enlists Micron to lead central region manufacturing upgrade
Taiwan's government unveiled a plan to transform four central counties into global smart manufacturing hubs, with chipmaker TSMC and memory giant Micron Technology leading smaller...
Thursday 26 June 2025
Micron's Sanand plant closer to operational launch with cleanroom validation underway
Micron's ATMP facility in Sanand, Gujarat, has reportedly entered the critical cleanroom validation stage, moving closer to partial operations in the second half of 2025. The 500,000-square-foot...
Thursday 26 June 2025
Micron eyes US$10.7 billion in 4QFY25 on AI, HBM momentum
Micron posted record DRAM and data center revenue in the third quarter of fiscal 2025, fueled by strong HBM demand and AI-driven growth. The company expects fourth-quarter fiscal...